David Mayers

As a Financial Advisor with over 30 years of experience, I've dedicated my career to helping affluent clients grow, preserve, and transition wealth through all types of market conditions. After 17 plus, successful years at J.P. Morgan Wealth Management, I'm excited to bring my experience, perspective, and passion for client success to Wells Fargo Advisors (WFA) where I can utilize my full investment skill set through the firm's dual-registration platform. This structure allows me to integrate diversified asset-allocation strategies with customized brokerage ideas designed to complement long-term portfolio growth and potentially add Alpha where appropriate. Throughout my career - from trading equities and working with investment banks to building comprehensive wealth plans - I've navigated multiple market cycles, developing a disciplined approach to both opportunity and risk. My clients trust me because I operate on six core principles: -Trust -Transparency -Knowledge -Client Education -Planning -Confident Execution These pillars have guided me through decades of market volatility and client success stories. There's truly never been a better time for me to help clients pursue their goals with purpose, balance, and clarity. Let's connect to explore strategies for growing, preserving, and transferring wealth over time.